Information
anytime, anywhere
Access to key business information and controls, with live actions fed back to your Intact system.
Enterprise mobility solution
Intact Access uses the power of mobile to provide your team with access to key business information and controls, with live actions fed back to your Intact ERP system whether on site or remote.
Key features:
- Easy to roll out and customisable to the needs of your business.
- All information within Intact, can be displayed on your Access app.
- 24/7 real-time access.
- Information is always available - offline or online.
- Use on desktop, laptop, phone or tablet.
- Sales team
- Delivery teams
- Management
- Warehouse teams
- Field staff
Sales Team App
Access up-to-date customer, product or business information at a glance and post back entries to your Intact ERP system.
Access real-time customer, prospect or lead information:
- Contact details
- Google maps locator
- Credit status
- Top products
- Quotations, invoices and orders
- Annual turnover
Post updates back to your Intact CRM system instantly:
- Visit Reports
- CRM Notes
Access real-time product information quickly:
- Delivery status
- Stock levels
- Product details, RRP
- Live customer-specific pricing
Add orders on the go:
- Quickly add orders and quotes, with relevant pricing, back to Intact
Delivery Team App
The easy-to-use image and signature capture function records locations upon receipt and allows drivers to record proof of delivery (POD) details, images and signatures.
- Receive push delivery list notifications in advance, with live delivery updates fed back into your Intact system
- Utilise map navigation related to your customer and delivery lists
- Easily integrate with our transport scheduler module
- Delivery exceptions can be noted, where issues arise, and fed back to your Intact system
Management Team App
Real-time updates ensure you have continuous visibility of business operations, sales & PO details. You can also send actions back to your Intact system.
- Tailor the Intact Access dashboard for 24/7 visibility of key metrics.
- Action live callbacks to their Intact system.
- Issue and manage tasks remotely.
- Confirm prices on an order, with a simple swipe action.
- Direct access to call, email or locate contacts.
- Manage timesheets remotely.
- Access real-time customer, product, supplier and system data.
Warehouse Team App
Keep constant track of stock levels and outstanding orders. You can also make stock adjustments on the go and view real-time relevant system information such as:
- Products with current stocking status and quantity levels
- Products with free stock less than minimum quantity levels
- Outstanding Purchase Orders with line detail
- Outstanding Sales Orders with line detail
- Make stock adjustments back to Intact on-the-go
Employee Expenses App
Employees can post expenses while out in the field together with images of receipts.
- Record expenses on-the-go
- Capture images of receipts
- Approve process for managers within Intact
- Expenses are mapped to the relevant general ledger account
"Intact Access gave us the ability to publish and capture data using the smartphones already deployed throughout the business. The information is presented in easy-to-digest views where we can control the content. It also allows us to capture information even when offline which is a huge benefit.
Our obvious mobile audience was our sales force. However, this framework allows us to deploy quick solutions to Directors/Senior Management, Health and Safety Personnel and Facilities Management. Actually, the business solutions are endless and now we can meet the growing mobile demands from all areas of our business."